What are the responsibilities and job description for the J.P. Morgan Wealth Management - Executive Director, Head of Investment Product Specialists position at JPMorgan Chase?
J.P. Morgan Wealth Management (USWM) is dedicated to helping investors achieve their long-term financial goals. The business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and Self-Directed—our digital investing platform. The combined business manages over $600 billion in Assets Under Management and has approximately 5,000 advisors across 3,500 branches and 20 offices.
As an Executive Director, Head of Investment Product Specialists (IPS) within J.P. Morgan Wealth Management, you will lead a team of Investment Product Specialists responsible for imparting investment education and insights to all branch-based advisors across the continental U.S.
Key Responsibilities:
- Lead the Investment Product Specialist team to become Subject Matter Experts capable of:
- Presenting on the firm’s investment themes, platforms, products, and strategies.
- Effectively communicating J.P. Morgan Wealth Management’s views and recommendations in a clear, concise manner.
- Successfully cover a territory of 2 to 3 regions, both remotely and in person (approximately 300–400 advisors).
- Serve as the primary point of contact with third-party asset managers.
- Be the central point of contact for divisional leaders overseeing all branch-based advisors nationwide.
- Design and oversee the launch of the IPS training program, including curriculum, delivery standards, and ongoing competency assessments.
- Drive investment-related content for nationally scaled workshops for advisor development, including moderating technical investment discussions and synthesizing takeaways into practical frameworks and narratives tailored to advisor workflows and client conversations.
- Act as the representative for field leadership in all investment-related priorities, providing feedback loops from the field to central teams and driving adoption of key initiatives.
- Coordinate and partner with leadership across multiple disciplines and lines of business (e.g., JPMorgan Asset Management) to ensure alignment on views, content, and execution.
Required Qualifications, Capabilities, and Skills:
- Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets).
- Independent initiative, with flexibility and responsiveness to field leadership.
- Series 7, Series 66, and Insurance Licensing required.
- 10 years of sales experience.
- Strong leadership skills and experience managing dispersed teams.
- Skilled at presenting.
- Strong ability to effectively communicate and drive key priorities.
- Well-versed in territory management, expense control, and meeting deadlines.
- Comfortable with overnight travel at least once per month.
- Ability to collaborate with partners and provide cohesive messaging.
Preferred Qualifications, Capabilities, and Skills:
- Ability to understand complex portfolio data and verbalize the message in a simple, easy-to-understand format.
- Wholesaling leadership background.